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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2016-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | San Francisco | CA | 10/2016 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 10/2016 | Present |
| Unemployed | San Francisco | CA | 03/2016 | 10/2016 |
I*506859 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: Richmonds Hill, Georgia, 31324 Nature of business: Position, title, association: Sole owner, Start date of relationship: 6/25/2021 Number of hours devoted: 0 hour(s) Yearly Number of hours devoted during trading hours: 0 Duties: ,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-31 |
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